Narrative Update • Jul 15

The Electronic Manufacturing Services industry is up 3.4% in the last week, with AAC Technologies Holdings up 7.4%. In the past year, the industry is down 16%. Looking forward, earnings are forecast to grow by 14% annually.
Has the Hong Kong Electronic Manufacturing Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | HK$127.1b | HK$326.8b | HK$6.5b | 16.4x | 19.6x | 0.4x |
| Tue, 07 Jul 2026 | HK$119.6b | HK$323.7b | HK$6.4b | 15.9x | 18.8x | 0.4x |
| Thu, 04 Jun 2026 | HK$159.4b | HK$324.9b | HK$6.3b | 25x | 25.3x | 0.5x |
| Sat, 02 May 2026 | HK$74.8b | HK$118.1b | HK$2.4b | 25x | 30.7x | 0.6x |
| Mon, 30 Mar 2026 | HK$67.0b | HK$120.4b | HK$2.3b | 23.4x | 28.6x | 0.6x |
| Wed, 25 Feb 2026 | HK$74.3b | HK$112.1b | HK$1.2b | 11.1x | 59.7x | 0.7x |
| Fri, 23 Jan 2026 | HK$72.3b | HK$111.3b | HK$1.2b | 10.9x | 59.8x | 0.6x |
| Sun, 21 Dec 2025 | HK$70.5b | HK$106.6b | HK$1.1b | 12.5x | 62.1x | 0.7x |
| Tue, 18 Nov 2025 | HK$73.8b | HK$106.2b | HK$1.1b | 12.1x | 67.2x | 0.7x |
| Thu, 16 Oct 2025 | HK$74.4b | HK$106.1b | HK$1.1b | 10.7x | 68.1x | 0.7x |
| Sat, 13 Sep 2025 | HK$76.2b | HK$106.2b | HK$1.1b | 10x | 69.6x | 0.7x |
| Mon, 11 Aug 2025 | HK$69.9b | HK$104.5b | HK$831.7m | 10.9x | 84.1x | 0.7x |
| Wed, 09 Jul 2025 | HK$63.4b | HK$103.2b | HK$537.7m | 8.7x | 117.8x | 0.6x |
| Fri, 06 Jun 2025 | HK$58.3b | HK$103.0b | HK$543.5m | 8.4x | 107.3x | 0.6x |
| Sun, 04 May 2025 | HK$56.3b | HK$98.8b | HK$611.6m | 7.7x | 92.1x | 0.6x |
| Tue, 01 Apr 2025 | HK$69.3b | HK$99.5b | HK$629.8m | 9.4x | 110x | 0.7x |
| Thu, 27 Feb 2025 | HK$71.1b | HK$91.9b | -HK$44,659,868.53 | 7.2x | -1592x | 0.8x |
| Sat, 25 Jan 2025 | HK$59.8b | HK$92.0b | -HK$42,131,444.73 | 6.4x | -1419.7x | 0.6x |
| Mon, 23 Dec 2024 | HK$56.8b | HK$91.7b | -HK$49,611,671.32 | 6.1x | -1144.9x | 0.6x |
| Wed, 20 Nov 2024 | HK$49.4b | HK$91.4b | -HK$73,671,361.08 | 6.9x | -670.3x | 0.5x |
| Fri, 18 Oct 2024 | HK$50.6b | HK$91.8b | -HK$57,829,896.61 | 6.9x | -875.8x | 0.6x |
| Sun, 15 Sep 2024 | HK$47.2b | HK$92.3b | -HK$97,240,889.56 | 5.8x | -485.2x | 0.5x |
| Tue, 13 Aug 2024 | HK$43.6b | HK$91.0b | -HK$209,147,719.65 | 9.2x | -208.5x | 0.5x |
| Thu, 11 Jul 2024 | HK$52.3b | HK$96.9b | -HK$361,039,219.44 | 9.4x | -145x | 0.5x |
| Sat, 08 Jun 2024 | HK$45.5b | HK$96.8b | -HK$316,292,231.05 | 9.8x | -143.8x | 0.5x |
| Mon, 06 May 2024 | HK$43.3b | HK$98.6b | -HK$643,605,128.59 | 6.4x | -67.2x | 0.4x |
| Wed, 03 Apr 2024 | HK$41.2b | HK$98.7b | -HK$625,305,191.38 | 4.4x | -65.9x | 0.4x |
| Fri, 01 Mar 2024 | HK$34.0b | HK$111.8b | -HK$282,539,784.99 | 5.6x | -120.3x | 0.3x |
| Sun, 28 Jan 2024 | HK$32.9b | HK$112.1b | -HK$365,826,663.00 | 5.6x | -89.9x | 0.3x |
| Tue, 26 Dec 2023 | HK$37.4b | HK$109.3b | -HK$89,139,642.00 | 6.2x | -419.8x | 0.3x |
| Thu, 23 Nov 2023 | HK$33.6b | HK$109.3b | -HK$70,070,644.00 | 6.4x | -479.4x | 0.3x |
| Sat, 21 Oct 2023 | HK$28.3b | HK$109.1b | -HK$88,972,748.00 | 6.5x | -318.4x | 0.3x |
| Mon, 18 Sep 2023 | HK$29.2b | HK$109.3b | -HK$86,762,613.00 | 7.1x | -336.7x | 0.3x |
| Wed, 16 Aug 2023 | HK$34.0b | HK$111.6b | HK$518.9m | 5.7x | 65.5x | 0.3x |
65.5x
How does Hong Kong Electronic Manufacturing Services compare with similar industries?
| HK Market | -1.00% | |
| Tech | 7.27% | |
| Electronic Equipment and Components | 12.05% | |
| Electronic Manufacturing Services | 3.41% | |
| Electronic Components | 20.04% | |
| Electronic Equipment and Instruments | 7.00% | |
| Technology Distributors | 6.02% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2018 AAC Technologies Holdings | HK$41.38 | 7.4% +HK$3.3b | -3.0% | PE16.4x | |
| 285 BYD Electronic (International) | HK$23.94 | 2.0% +HK$1.0b | -34.3% | PE13.2x | |
| 1050 Karrie International Holdings | HK$1.93 | 5.5% +HK$208.7m | 103.2% | PE14.9x | |
| 1710 Trio Industrial Electronics Group | HK$0.70 | 7.7% +HK$50.0m | 329.4% | PS0.9x | |
| 1725 China Strategic Technology Group | HK$0.30 | 13.2% +HK$28.6m | -64.7% | PS0.3x |